HOUSE prices will end the year
having risen by more than 10%, figures this week will show.
Nationwide building society’s
index is set to show property-price inflation climbing into double figures for
the first time since early 2005.
Nationwide, which will publish its
figures on Thursday, has house-price inflation at 9.6% last month and insiders
expect the upward momentum to have continued in the run-up to Christmas.
It will confirm the extent of the
turnround in the housing market over the past 12 months.
A year ago, house-price inflation
was only 3%, having come down rapidly from more than 20% in the middle of 2004,
and there were warnings of an imminent crash.
In the first six months of the
year price rises were modest, averaging only 0.5% a month. But the market
strengthened significantly in the second half, with rises averaging more than
1% a month, driven by strong growth in London.
Most forecasters think prices will
continue to rise during 2007, but at a slower rate than this year. Nationwide
itself expects an increase of between 5% and 8%; Halifax predicts 4%; the Royal Institution of
Chartered Surveyors and the Council of Mortgage Lenders expect 7%; and Capital
Economics 3.5%. The London
market should continue to benefit from record City bonuses in the early months
of the year.
The most bullish forecaster is
Lombard Street Research, which argues that house prices are more affordable
than conventional measures suggest, and predicts a 15% rise in prices in 2007.
The housing market will be one
factor that the Bank of England takes into account in deciding whether to hike
rates further. On Friday, the Bank will publish figures for so-called
mortgage-equity withdrawal in the third quarter.Equity withdrawal was £11.3
billion in the second quarter, amounting to 5.2% of households’ post-tax
income, and is expected to have risen in the July- September quarter.
At a time when income growth has
been squeezed — real disposable incomes in the third quarter were up by only
1.3% on a year earlier — people have been dipping into their housing wealth to
finance spending.
Despite the upward pressures on
house prices and fears about pay, the Treasury’s latest compilation of
independent forecasts suggests Bank rate will end 2007 at roughly 5%, where it
is today. The highest forecast for the end of 2007, from Beacon Economic
Forecasting, is for 6%. The lowest, 4%, is from the economists at BNP Paribas.
According to a survey of analysts
by Ideaglobal.com, a financial-research company, the Bank of Japan is seen as
the central bank that is most likely to raise interest rates first in 2007,
followed, with equal probabilities, by the European Central Bank and the Bank
of England.
A further hike in interest rates
by the Federal Reserve Board, America’s
central bank, is seen as highly unlikely following recent evidence of subdued
“core” inflation.